Plante Moran Financial Advisors’s Service Properties Trust SVC Stock Holding History

Plante Moran Financial Advisors’s Portfolio SVC Stock Details SVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100	Closed	-$4.98K	–	858
2023 Q1	$4.98K	Buy	+100	New	+$4.62K	﹤0.01%	645
2022 Q2	–	Sell	-360	Closed	-$16K	–	1054
2022 Q1	$16K	Buy	+360	New	+$15.7K	﹤0.01%	539
2021 Q2	–	Sell	-692	Closed	-$41K	–	1081
2021 Q1	$41K	Buy	692 +492	+246%	+$29.6K	0.01%	402
2020 Q4	$11K	Buy	+200	New	+$10.2K	﹤0.01%	621

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's SVC Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Service Properties Trust (SVC) in Q2 2023, closing a stake of 100 shares — an estimated $4.98K sold.

Plante Moran Financial Advisors first reported a position in SVC in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q1 2021. 246 funds tracked by Wall St. Rank hold SVC as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Service Properties Trust position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 100 Service Properties Trust shares in Q2 2023, an estimated $4.98K.
Plante Moran Financial Advisors first reported a position in Service Properties Trust in Q4 2020 and held it in 4 quarters.
Plante Moran Financial Advisors's Service Properties Trust position peaked at $41K in Q1 2021.
246 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.